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odoo
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feat: Revamp Records Management menus and views for improved organization and access control
1 parent 1ebaaff commit 77d1fc8

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5 files changed

+279
-78
lines changed

5 files changed

+279
-78
lines changed

‎records_management/views/customer_inventory_views.xml‎

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@@ -17,6 +17,4 @@
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<field name="view_id" ref="view_stock_quant_graph_customer"/>
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<field name="domain">[('customer_id', '!=', False)]</field>
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</record>
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<menuitem id="menu_customer_inventory" name="Inventory Dashboard"
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parent="stock.menu_stock_root" action="action_customer_inventory_graph"/>
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</odoo>

‎records_management/views/records_management_menus.xml‎

Lines changed: 151 additions & 50 deletions
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@@ -1,53 +1,154 @@
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<?xml version="1.0" encoding="utf-8"?>
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<odoo>
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<menuitem id="menu_records_management_root"
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name="Records Management"
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web_icon="records_management,static/description/icon.png"
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sequence="90"/>
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<menuitem id="menu_records_management_documents"
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name="Documents"
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parent="menu_records_management_root"
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sequence="10"/>
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<menuitem id="menu_records_boxes"
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name="Boxes"
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parent="menu_records_management_root"
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action="action_records_box"
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sequence="20"/>
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<menuitem id="menu_records_documents"
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name="Documents"
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parent="menu_records_management_documents"
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action="action_records_document"
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sequence="10"/>
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<menuitem id="menu_records_retention"
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name="Retention Policies"
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parent="menu_records_management_documents"
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action="action_records_retention_policy"
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sequence="20"/>
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<menuitem id="menu_records_configuration"
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name="Configuration"
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parent="menu_records_management_root"
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sequence="100"/>
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<menuitem id="menu_records_location"
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name="Storage Locations"
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parent="menu_records_configuration"
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action="action_records_location"
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sequence="10"/>
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<menuitem id="menu_records_document_type"
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name="Document Types"
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parent="menu_records_configuration"
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action="action_records_document_type"
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sequence="20"/>
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<menuitem id="menu_records_tags"
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name="Tags"
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parent="menu_records_configuration"
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action="action_records_tag"
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sequence="30"/>
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<data>
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<!-- Root Menu for Records Management -->
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<menuitem id="menu_records_management_root"
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name="Records Management"
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web_icon="records_management,static/description/icon.png"
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sequence="50"
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groups="records_management.group_records_user"/>
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<!-- ==== OPERATIONS SECTION ==== -->
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<menuitem id="menu_records_operations"
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name="Operations"
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parent="menu_records_management_root"
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sequence="10"
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groups="records_management.group_records_user"/>
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<!-- Records and Documents -->
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<menuitem id="menu_records_boxes"
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name="Storage Boxes"
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parent="menu_records_operations"
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action="action_records_box"
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sequence="10"
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groups="records_management.group_records_user"/>
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<menuitem id="menu_records_documents"
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name="Documents"
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parent="menu_records_operations"
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action="action_records_document"
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sequence="20"
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groups="records_management.group_records_user"/>
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<!-- Service Operations -->
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<menuitem id="menu_pickup_requests"
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name="Pickup Requests"
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parent="menu_records_operations"
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action="action_pickup_request"
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sequence="30"
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groups="records_management.group_records_user"/>
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<menuitem id="menu_shredding_services"
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name="Shredding Services"
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parent="menu_records_operations"
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action="action_shredding_service"
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sequence="40"
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groups="records_management.group_records_user"/>
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<!-- ==== INVENTORY & MANAGEMENT SECTION ==== -->
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<menuitem id="menu_records_inventory"
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name="Inventory"
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parent="menu_records_management_root"
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sequence="20"
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groups="records_management.group_records_user"/>
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<menuitem id="menu_customer_inventory"
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name="Customer Inventory"
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parent="menu_records_inventory"
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action="action_customer_inventory_report"
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sequence="10"
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groups="records_management.group_records_user"/>
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<menuitem id="menu_records_retention"
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name="Retention Policies"
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parent="menu_records_inventory"
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action="action_records_retention_policy"
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sequence="20"
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groups="records_management.group_records_manager"/>
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<!-- ==== REPORTING SECTION ==== -->
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<menuitem id="menu_records_reporting"
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name="Reporting"
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parent="menu_records_management_root"
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sequence="30"
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groups="records_management.group_records_user"/>
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<menuitem id="menu_records_reports"
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name="Storage Reports"
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parent="menu_records_reporting"
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action="report_box_contents"
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sequence="10"
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groups="records_management.group_records_user"/>
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<menuitem id="menu_inventory_reports"
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name="Inventory Reports"
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parent="menu_records_reporting"
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action="action_customer_inventory_report"
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sequence="20"
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groups="records_management.group_records_user"/>
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<!-- ==== CONFIGURATION SECTION ==== -->
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<menuitem id="menu_records_configuration"
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name="Configuration"
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parent="menu_records_management_root"
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sequence="100"
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groups="records_management.group_records_manager"/>
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<!-- Master Data Configuration -->
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<menuitem id="menu_records_master_data"
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name="Master Data"
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parent="menu_records_configuration"
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sequence="10"
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groups="records_management.group_records_manager"/>
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<menuitem id="menu_records_location"
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name="Storage Locations"
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parent="menu_records_master_data"
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action="action_records_location"
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sequence="10"
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groups="records_management.group_records_manager"/>
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<menuitem id="menu_records_document_type"
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name="Document Types"
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parent="menu_records_master_data"
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action="action_records_document_type"
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sequence="20"
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groups="records_management.group_records_manager"/>
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<menuitem id="menu_records_tags"
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name="Classification Tags"
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parent="menu_records_master_data"
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action="action_records_tag"
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sequence="30"
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groups="records_management.group_records_manager"/>
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<!-- Product Configuration -->
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<menuitem id="menu_records_products"
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name="Products &amp; Services"
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parent="menu_records_configuration"
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sequence="20"
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groups="records_management.group_records_manager"/>
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<menuitem id="menu_records_products_list"
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name="Service Products"
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parent="menu_records_products"
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action="product.product_template_action"
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sequence="10"
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groups="records_management.group_records_manager"/>
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<menuitem id="menu_records_product_variants"
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name="Product Variants"
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parent="menu_records_products"
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action="product.product_normal_action"
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sequence="20"
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groups="records_management.group_records_manager"/>
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<!-- Settings -->
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<menuitem id="menu_records_settings"
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name="Settings"
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parent="menu_records_configuration"
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sequence="90"
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groups="records_management.group_records_manager"/>
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</data>
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</odoo>

‎records_management/views/records_retention_policy_views.xml‎

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@@ -63,11 +63,4 @@
6363
</p>
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</field>
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</record>
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<!-- Menu Item -->
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<menuitem id="menu_records_retention_policy"
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name="Retention Policies"
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parent="records_management_configuration_menu"
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action="action_records_retention_policy"
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sequence="40"/>
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</odoo>

‎records_management/views/shredding_views.xml‎

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@@ -1,23 +1,128 @@
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<?xml version="1.0" encoding="utf-8"?>
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<odoo>
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<data>
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<!-- ...existing records... -->
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<!-- Shredding Service Tree View -->
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<record id="view_shredding_service_tree" model="ir.ui.view">
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<field name="name">shredding.service.tree</field>
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<field name="model">shredding.service</field>
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<field name="arch" type="xml">
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<tree>
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<field name="name"/>
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<field name="customer_id"/>
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<field name="service_date"/>
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<field name="status"/>
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<field name="total_boxes"/>
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<field name="total_cost"/>
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<field name="company_id" groups="base.group_multi_company"/>
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</tree>
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</field>
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</record>
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6-
<record id="shredding_service_form" model="ir.ui.view">
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<field name="name">shredding.service.form</field>
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<field name="model">shredding.service</field>
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<field name="arch" type="xml">
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<form string="Shredding Service">
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<!-- ...existing fields... -->
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<!-- Shredding Service Form View -->
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<record id="view_shredding_service_form" model="ir.ui.view">
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<field name="name">shredding.service.form</field>
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<field name="model">shredding.service</field>
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<field name="arch" type="xml">
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<form string="Shredding Service">
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<header>
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<button name="action_confirm" string="Confirm Service" type="object"
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class="oe_highlight" states="draft"/>
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<button name="action_start" string="Start Service" type="object"
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class="oe_highlight" states="confirmed"/>
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<button name="action_complete" string="Complete Service" type="object"
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class="oe_highlight" states="in_progress"/>
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<button name="action_cancel" string="Cancel" type="object"
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states="draft,confirmed"/>
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<field name="status" widget="statusbar" statusbar_visible="draft,confirmed,in_progress,completed"/>
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</header>
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<sheet>
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<div class="oe_title">
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<h1>
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<field name="name" placeholder="Shredding Service Reference"/>
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</h1>
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</div>
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<group>
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<!-- ...existing fields... -->
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<field name="map_display" widget="map_widget" options="{'provider': 'google'}"/>
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<group>
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<field name="customer_id"/>
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<field name="service_date"/>
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<field name="scheduled_date"/>
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</group>
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<group>
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<field name="total_boxes"/>
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<field name="total_cost"/>
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<field name="company_id" groups="base.group_multi_company"/>
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</group>
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</group>
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<!-- ...existing fields... -->
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</form>
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</field>
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</record>
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<notebook>
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<page string="Box Details">
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<field name="box_ids">
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<tree editable="bottom">
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<field name="box_id"/>
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<field name="quantity"/>
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<field name="unit_cost"/>
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<field name="total_cost"/>
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</tree>
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</field>
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</page>
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<page string="Notes">
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<field name="notes"/>
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</page>
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</notebook>
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</sheet>
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<div class="oe_chatter">
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<field name="message_follower_ids"/>
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<field name="activity_ids"/>
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<field name="message_ids"/>
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</div>
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</form>
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</field>
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</record>
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<!-- ...existing records... -->
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</data>
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<!-- Shredding Service Kanban View -->
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<record id="view_shredding_service_kanban" model="ir.ui.view">
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<field name="name">shredding.service.kanban</field>
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<field name="model">shredding.service</field>
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<field name="arch" type="xml">
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<kanban default_group_by="status" class="o_kanban_small_column">
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<field name="customer_id"/>
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<field name="service_date"/>
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<field name="total_cost"/>
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<field name="status"/>
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<templates>
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<t t-name="kanban-box">
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<div class="oe_kanban_global_click">
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<div class="o_kanban_record_top">
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<div class="o_kanban_record_headings">
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<strong class="o_kanban_record_title">
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<field name="name"/>
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</strong>
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</div>
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<div class="o_kanban_record_body">
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<field name="customer_id"/>
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<br/>
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Date: <field name="service_date"/>
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<br/>
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Cost: <field name="total_cost"/>
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</div>
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</div>
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</div>
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</t>
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</templates>
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</kanban>
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</field>
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</record>
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<!-- Shredding Service Action -->
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<record id="action_shredding_service" model="ir.actions.act_window">
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<field name="name">Shredding Services</field>
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<field name="res_model">shredding.service</field>
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<field name="view_mode">kanban,tree,form</field>
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<field name="help" type="html">
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<p class="o_view_nocontent_smiling_face">
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Create your first shredding service!
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</p>
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<p>
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Manage document shredding services for secure document destruction.
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</p>
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</field>
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</record>
23128
</odoo>

‎records_management/views/stock_lot_views.xml‎

Lines changed: 7 additions & 3 deletions
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@@ -88,8 +88,12 @@
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</field>
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</record>
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<!-- Records Management Menu -->
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<menuitem id="menu_records_management_root" name="Records Management" sequence="10" groups="records_management.group_records_user"/>
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<menuitem id="menu_stock_lots" name="Serial Numbers" parent="menu_records_management_root" action="action_stock_lot" sequence="10" groups="records_management.group_records_user"/>
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<!-- Serial Numbers Menu (under Operations) -->
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<menuitem id="menu_stock_lots"
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name="Serial Numbers"
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parent="records_management.menu_records_operations"
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action="action_stock_lot"
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sequence="50"
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groups="records_management.group_records_user"/>
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</data>
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</odoo>

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